BWL
ETRN

Bogart Wealth LLC’s Equitrans Midstream Corporation Common Stock ETRN Stock Holding History

Bogart Wealth LLC’s Portfolio ETRN Stock Details ETRN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q4 		– Sell
-400
Closed -$6K – 410
2019
Q3 		$6K Hold
400
– – ﹤0.01% 295
2019
Q2 		$7K Hold
400
– – ﹤0.01% 268
2019
Q1 		$8K Buy
+400
New +$8.01K ﹤0.01% 257

Other funds holding ETRN

Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
TCA
Tortoise Capital Advisors Overland Park, Kansas $9.6B AUM 19.53% 1-Year Est. Return
KCM
Kensico Capital Management Greenwich, Connecticut $4.9B AUM 41.26% 1-Year Est. Return
IAM
Iridian Asset Management Westport, Connecticut $247M AUM 20.65% 1-Year Est. Return
BPSG
Brookfield Public Securities Group New York $6.17B AUM
HFA
Harvest Fund Advisors Wayne, Pennsylvania $4.87B AUM 49.03% 1-Year Est. Return

Bogart Wealth LLC's ETRN Position: Q4 2019 in Review

Bogart Wealth LLC sold out of Equitrans Midstream Corporation Common Stock (ETRN) in Q4 2019, closing a stake of 400 shares — an estimated $6K sold.

Bogart Wealth LLC first reported a position in ETRN in Q1 2019 and held it in 3 quarters. The position peaked at $8K in Q1 2019. 279 funds tracked by Wall St. Rank hold ETRN as of Q4 2019.

  • Bogart Wealth LLC reported no remaining Equitrans Midstream Corporation Common Stock position as of Q4 2019 after selling out during the quarter.
  • Bogart Wealth LLC sold 400 Equitrans Midstream Corporation Common Stock shares in Q4 2019, an estimated $6K.
  • Bogart Wealth LLC first reported a position in Equitrans Midstream Corporation Common Stock in Q1 2019 and held it in 3 quarters.
  • Bogart Wealth LLC's Equitrans Midstream Corporation Common Stock position peaked at $8K in Q1 2019.
  • 279 funds tracked by Wall St. Rank held Equitrans Midstream Corporation Common Stock as of Q4 2019.

Based on Bogart Wealth LLC's 13F filing for Q4 2019, filed 10 Feb 2020.